Objective
The objective of this tutorial is to guide you through the process of manually sending a payment to Xero from your Agend AMS. This ensures that your financial records are accurately maintained and synchronized between Agend AMS and Xero.
Steps to Manually Send a Payment to Xero
Access WordPress Dashboard
- Navigate to the WordPress dashboard.
- Log in to your WordPress site.
- Navigate to E-commerce Module
- From the dashboard, go to E-commerce.
- Access Orders
- Click on Orders to view your order listings.
Locate the Specific Order
- Use Search Functionality
- Use the search bar to locate the specific order you want to process.
- Review Order Details
- Review the details and status of the order to ensure it is correct.
Send Payment to Xero
- Select ‘Send Payment to Xero’
- Under Order Actions, select ‘Send Payment to Xero’.
- Confirm and Send
- Confirm the order details once more before proceeding.
- Click ‘update’ to send the payment to Xero.
Cautionary Notes
- Review Order Status: Ensure the order status is correct before sending the payment to avoid errors.
- Accuracy: Double-check the order details to ensure accuracy in the payment information sent to Xero.
Tips for Efficiency
- Order Review: Regularly review and confirm orders before sending payments to ensure accurate financial records.
- Search Functionality: Use specific search terms to quickly locate orders.
- Consistency: Maintain consistent review processes to ensure smooth and error-free payment processing.
By following these steps, you will successfully send a payment to Xero from your Agend AMS. For any further questions or support, contact agend.com.au.
